Best Investors Account Sign in

Jeffrey Kevin Beamer

Osaic Wealth, Inc.

Roanoke, VA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-09-09
  • VA RA
    APPROVED
    Since 2019-09-09

Branch Locations

2847 Penn Forest Boulevard Suite 100, Roanoke, VA 24018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services Clayton NC 12/2008 Present
Jhfn Sii Raleigh NC 10/2011 11/2018
Royal Alliance Associates, Inc. Roanoke VA 11/2018 Present
  • 12/2008 → Present
    Woodbury Financial Services
    Clayton, NC
  • 10/2011 → 11/2018
    Jhfn Sii
    Raleigh, NC
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Roanoke, VA
Other Businesses

1)VALLEY FINANCIAL SOLUTIONS POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/07/2011 ADDRESS: 2847 Penn Forest Blvd, Suite 100, Roanoke VA 24018, United States DESCRIPTION: Valley Financial Solutions is the name I use to conduct and market my business. 2)JEFF BEAMER POSITION: Official NATURE: Self INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2011 ADDRESS: 3742 Chesterton St SW, Roanoke VA 24018, United States DESCRIPTION: High school football official and high school and college volleyball volleyball official 3)JEFFREY BEAMER POSITION: IAR NATURE: self INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2010 ADDRESS: 2847 Penn Forest Blvd, Suite 100, Roanoke VA 24018, United States DESCRIPTION: Insurance sales 4)JEFF BEAMER POSITION: Board Member NATURE: Church Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 3742 Chesterton St SW, Roanoke VA 24018, United States DESCRIPTION: Church board member

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-03
S63 Uniform Securities Agent State Law Examination 2007-12-19
  • S65 Uniform Investment Adviser Law Examination
    2019-09-03
  • S63 Uniform Securities Agent State Law Examination
    2007-12-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Roanoke, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor